Item: monday.com
Rating: 10
Author: Simran Ghattoraya

Use Cases and Deployment Scope

We use monday.com to act as our CRM, our project management tool for all events we host, as well as our day to day planning of tasks for each department and management of client comms and onboarding. As a business we rely heavily on monday.com for end-to-end tracking - where there are the likes of Salesforce and HubSpot and other CRM systems, monday.com has multiple integrations into other platforms and services we use such as Typeform and ActiveCampaign, and really does make it easier for the seamless management of all of our clients, their quotes and bookings as well as all of our admin that's involved into the running of Share to Buy.

Pros and Cons

Automations between boards for auto-updates
CRM system of managing quotes and bookings with the ability of sending quotes directly from monday.com
Dashboards for sales monitoring
Brilliant support team!

The ability to set up more automations with Outlook that involve branding on emails would be great, rather than just simple plain-text emails from the main integration centre
Ability to allow more functionality for when uploading excel documents, such as bringing in formulas already set on spreadsheets
More training to be available on how to use the sales dashboards and building these to suit custom purposes.

Return on Investment

Allowed us to track our client spend levels and our overall financial figures in a clearer and concise way from sales of specific products and services, where this previously wasn't monitored
Time saved on chasing internal team members or asking questions has drastically dropped due to integration with Teams and the use of the speech bubbles for updates to keep everything in one place for all comms
Planning for our future events has become a lot easier thanks to employee assignments and the deadline tracking from the automations

Usability

I think it's constantly improving hence the 9/10, and they take on board the feedback which is really great to see. The support team are great and really quick to respond when you're stuck on how best to use monday.com in specific cases, and when in doubt, they'll always recommend templates and other examples to follow. It integrates with a lot of different platforms which makes it easy to track multiple projects at once, especially when you're transitioning into monday.com and still have things everywhere. Our win so far has been integrating into Teams to make sure we never miss notifications and can load it up on the go wherever the team are.

Support Rating

The team have always been brilliant and really quick to respond whenever we've needed them, and they've always come up with some great use cases and scenarios for us to help explain products and services better too. I think without the team it would have taken us a lot longer to be able to achieve some of the workflows and setups we have going and actively using everyday so I highly rate the support team and encourage more users to tap into the knowledge they have behind them more!

Reliability & Availability

We've only ever encountered an issue with monday.com once where the servers were down, and we were out for 5 minutes max. It's performance is always elite, and very rarely do we ever come across issues where we're affected for more than a minute. Using monday.com as our work management software has been one of the best decisions we've made for how smooth it works, how easily it integrates with other channels and how quick the load time is overall across the platform.

Key Insights

Do you think monday.com delivers good value for the price?

Yes

Are you happy with monday.com's feature set?

Yes

Did monday.com live up to sales and marketing promises?

Yes

Did implementation of monday.com go as expected?

Yes

Would you buy monday.com again?

Yes

Other Software Used

ActiveCampaign, Typeform, Microsoft Teams

Likelihood to Recommend

For managing our clients, monday.com has been well suited as it allows us to store key contact information, their account information including any correspondence and bookings made as well as their overall spend levels in one place. We're still yet to find an instance where monday.com hasn't been as appropriate, as so far we've put everything into the system and it's been working for us flawlessly!

A must-have for every business, big or small.

Overall Satisfaction with monday.com